MANY MINDEDHuawei's 7.2 Tbps Near-Packaged Optics Demo Targets Cheaper AI Data Networks
Huawei demonstrated a 7.2 terabits per second (Tbps) near-packaged optics (NPO) module at the China International Optoelectronic Exposition in Shenzhen on September 9-11, 2026. This module integrates digital signal processing directly into the network switch's application-specific integrated circuit (ASIC), eliminating separate components needed in conventional pluggable modules. Huawei states NPO reduces latency from 100 nanoseconds to 10 nanoseconds and cuts power consumption by around 60% compared to pluggable modules. The technology positions itself as a more mature alternative to co-packaged optics (CPO) for AI networks, with Huawei planning to incorporate it into its next-generation SuperPOD AI infrastructure platform. The Optical Internetworking Forum (OIF) began formal NPO standardization in May 2026, targeting a 6.4 Tbps interface (using 32 lanes at 200 gigabits per second per lane) that could extend to 12.8 Tbps. While Huawei claims its 7.2 Tbps module was demonstrated ahead of the standardized interface, technical differences in specifications are common during standardization, with compatibility solutions being pursued.
This advancement moves digital access toward wider availability by potentially reducing the infrastructure costs for high-capacity internet networks. Cheaper, more efficient data transmission could lower barriers for organizations to deploy AI systems without new physical infrastructure investments.
What to watch: The OIF's progress in finalizing NPO specifications and Huawei's timeline for the SuperPOD platform—both remain uncertain as the company declined to specify a release date. Political implications of US export restrictions also remain unaddressed by Huawei. The technology's real-world impact depends on resolving compatibility gaps before widespread adoption.
Source: The Register